See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 9-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $181,187 | $57,541+214.9% | $95,745+89.2% | $75,163+141.1% |
| Participation rate | 98.0% | 62.5%+35.4pp | 72.3%+25.7pp | 67.2%+30.8pp |
| Annual return | 3.07% | 34.93%-31.9pp | 28.35%-25.3pp | 160.62%-157.5pp |
| Employer contribution / active EE | $1,514 | $1,808-16.3% | $2,835-46.6% | $2,670-43.3% |
| Participant deferral / active EE | $0 | $3,074-100.0% | $4,245-100.0% | $4,125-100.0% |
| Admin fee / account holder | $0 | $4,099-100.0% | $5,678-100.0% | $5,651-100.0% |